New Patient Intake & Chart Prep for Assisted Living Administrators with Eldermark
The Problem
New Senior Living patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.
What We Build in Eldermark
AI sends the intake packet via PointClickCare, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready. Purpose-built for teams running Eldermark — uses the native API or agent integration so nothing leaves the system of record.
Eldermark Integration Approach
Audit your Eldermark configuration
We map the specific Eldermark objects, custom fields, and workflows the automation needs to touch for your senior living practice.
Build on the Eldermark API or agent
Integration happens inside Eldermark — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Eldermark with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Eldermark instance
30-minute call. We'll look at your actual Eldermark setup and show exactly how this workflow fits.